异动解读 | 光伏股全线走强,福莱特玻璃盘中大涨5.13%

异动解读
Jul 24, 2025

今日盘中,福莱特玻璃(06865.HK)股价大涨5.13%,引发市场关注。这一涨势与整个光伏板块的普遍走强密切相关。

据报道,光伏股今日普遍上涨。除福莱特玻璃外,新特能源(01799.HK)涨5.24%,信义光能(00968.HK)涨5.28%,协鑫科技(03800.HK)涨3.2%。这种全线走强的趋势反映出投资者对光伏行业前景的乐观态度。

推动光伏股上涨的一个重要因素是行业政策的积极变化。据悉,业内正在推进修订多晶硅单位产品综合能耗标准,拟将1级、2级、3级标准分别调整为≤5、6和7.5 kgce/kg,这一举措旨在推动落后产能出清,有利于行业长期健康发展。此外,多晶硅料价格近期已出现明显上涨,最高报价较前期低点上涨超过28%,显示出行业自律措施初见成效。分析人士认为,未来光伏行业政策可能会继续聚焦于整治低于成本价的恶性竞争,以及推动产能整合和行业自律,这将有助于改善行业整体盈利能力,提振投资者信心。

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